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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,932 | $102,382-87.4% | $147,005-91.2% | $80,874-84.0% |
| Participation rate | 31.7% | 75.8%-44.1pp | 82.2%-50.4pp | 67.6%-35.9pp |
| Annual return | 13.55% | 134.89%-121.3pp | 418.76%-405.2pp | 35.62%-22.1pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,249 | $6,646-81.2% | $8,070-84.5% | $4,297-70.9% |
| Admin fee / account holder | $1,342 | $7,942-83.1% | $13,006-89.7% | $6,935-80.6% |